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Document Scanning Project Tools

The documents below serve as tools to enable your team to make informed decisions on all aspects of a document scanning project, from Project Requirements to a Tailored Project Plan.

Our goal is to provide all the tools needed to make informed and educated decisions based on your organization's document scanning requirements.

"10 Things Your Team Needs to Know BEFORE Starting a Document Scanning Project"

This tool serves as a guide for organizations that wish to undertake a document scanning project. It defines the ten requirements your organization needs to address BEFORE the project begins. This document is packed with project tips gained during our 30 plus years of experience in the Document Conversion Industry.

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Scanning Project Guidelines

This tool serves as a guide for organizations pursuing a document scanning and imaging conversion project. It defines the key questions any organization should address prior to engaging in such a project.

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Volume Estimation Tool

This tool serves as a guide for organizations trying to define the total volume of pages for a document scanning project. It defines the volume based on industry standards at the File, Box, Cabinet levels. It also provides your team with the information needed to calculate the cost of a scanning project.

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Vendor Evaluation Matrix

This tool serves as a guide for organizations trying to define the total cost of a document scanning project. It defines the scope of project variables based on industry standards and the cost of a project based on the fees from each vendor. This tool enables your team to perform an "apples-to-apples" comparison of the service offerings and fees across vendors for budgeting and selection purposes.

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Scanning Services Catalogue

This tool serves as a guide for organizations trying to define the requirements of a scanning project. It defines each technology component in the document scanning process, enabling your team to select only those technologies needed to meet your project requirements.

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Document Coding & Indexing Strategy Workbook

This tool serves as a guide for organizations trying to define the search and retrieval criteria needed to find scanned files. It defines the information to be captured from each file and coded for End Users to be able to find a file instantly.

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Mutual Non-Disclosure Agreement

This tool serves as a baseline Non-Disclosure Agreement securing your company's information and ours. It defines the legal basis for how your paper and electronic files will be handled.

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Tailored Document Scanning Project Plan

This tool serves as a guide for organizations trying to define the total scope of a document scanning project. It defines the stages, activities and tasks required to conduct your organization's document scanning project. It also provides your team with the information needed to calculate the level of effort for such a scanning project.

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